See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,685 | $54,350-56.4% | $82,719-71.4% | $68,494-65.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.27% | -13.67%-1.6pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,647 | $2,218+64.4% | $3,009+21.2% | $2,596+40.5% |
| Participant deferral / active EE | $5,239 | $3,246+61.4% | $4,395+19.2% | $4,027+30.1% |
| Admin fee / account holder | $7,897 | $4,395+79.7% | $5,329+48.2% | $5,403+46.2% |